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潍柴动力- 与 PSIX 投资者电话会要点
2025-12-18 02:35
17 December 2025 | 11:12AM HKT Equity Research Weichai Power (000338.SZ): Key takeaways from the investor call with PSIX On Dec 16, we attended an investor call hosted by Power Solution International (PSIX, Not Covered) - Weichai Power's 46%-owned subsidiary in the US (PSIX contributed ~5% net profit to Weichai in 1H25). PSIX's senior management team including CEO and CFO discussed the latest trends for their power system business with a key focus on AI data center (AIDC) as well as the market dynamics arou ...